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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,258 | $157,276-90.3% | $141,177-89.2% | $152,885-90.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 26.01% | 64.33%-38.3pp | 71.40%-45.4pp | 345.39%-319.4pp |
| Employer contribution / active EE | $1,194 | $5,262-77.3% | $4,736-74.8% | $4,763-74.9% |
| Participant deferral / active EE | $4,041 | $7,110-43.2% | $6,710-39.8% | $5,851-30.9% |
| Admin fee / account holder | $2,391 | $12,123-80.3% | $10,263-76.7% | $11,598-79.4% |